Meet The Team

Mary McGonigle joined the company in 2003 as a Paraplanner and Bookkeeper. Mary prepares the financial plans and annual review reports. Mary also handles all billing and accounting for the company.  

Mary holds a bachelor of arts in Business and Economics from Albertus Magnus College in New Haven, CT and a master of arts in Liberal Studies from Wesleyan University in Middletown, CT.

Arlene Bridgette joined the company in 2005 as Office and Client Services Manager. In addition to managing the office, Arlene handles all client services needs and serves as liaison between our clients and the investment companies for existing account concerns.  Arlene also provides administrative support to Jim.

Arlene was previously employed with Jean and Luscomb LLC, where she specialized in preparing Estate Planning documents, specifically Revocable Living Trusts.

Barbara Williams joined our team in 2022 as Receptionist. She comes to us with extensive experience in management, having worked for many years in a large telecommunications company. Her background has equipped her with excellent communication and people skills, which she brings to her role as receptionist. In addition to greeting our clients Barbara is responsible for address and beneficiary changes.

Overall, Barbara is a well-rounded individual who brings a unique blend of skills and interests to our team. Her positive attitude and dedication, is inspiring, and we are fortunate to have her as part of our team.

Jamie Davis joined the company in 2021 as Administrator of Accounts. Jamie assists the advisors in establishing new accounts for our clients and is responsible for managing client accounts, ensuring that all financial transactions are processed accurately and efficiently.

Jamie was previously employed as a paralegal where she specialized in preparing Estate Planning documents.